Skip to main content

About your Search

Search Results 0 to 9 of about 10
for that kind of product. we think there's significant growth opportunities there. >> how as technology enabled new things in your business? i think the marriage of technology and health care has been so exciting. >> yeah. well, innovation is what we're all about and technology. it really starts with us being able to better target compounds and pharmaceuticals. in all areas now. we talk a lot about personalized medicine. i think we're making great strides. it's difficult science. we still have a lot of work to do. our ability to better detect who's going to respond to a particular therapy for the clinical development process has improved dramatically. that's why we're starting to see products through earlier. the other area i'm excited about is convergent technologies. how do you take a device along with a pharmaceutical product, which johnson & johnson is perfectly suited to do, and really transform the way patients are treated? that's another exciting -- >> also transformative what you're doing in oncology. talk to us about the products in the pipeline in terms of oncology. where are we in th
technological society in the world. google knows everything about you, voluntarily. we talked about this yesterday. and now we're getting into, again, how much does the government know about you? if you look up how to make a bomb on any website, he has -- >> it's a whole chapter about how actually, these guys, reading his book, it makes you think these guys didn't know what they were doing. what he talks about is the future of stuff where governments can't get in at all. so they actually really won't be able to crack all of this stuff. but the true, smart criminals, and he even talks about the drug cartels in mexico have started to figure this out, who only communicate through encrypted communications. also, there's some crazy stuff going on. so it's very interesting. we will talk to him about that but also we should be talking about this news. >> let's talk about a few other stocks that you should keep your eye on this morning, as well. all of these are after the bell movers have last night. texas instruments posting better than expected first quarter earnings and revenue. and the
like to see, look, if mcdonald's can come out with killer products, apple -- are they both technology companies? is that where we are right now? >> apple has come out with incredible products. amazing products that have changed the world. >> that was the old days and the yankees used to be -- >> the ipad is only three years old, man. come on, give them a break. >> no. the market won't give them a break. i like the product, but who am i? >> that's complicated. >> it was not a rhetorical -- you know, we're not trying to figure out exactly whoi am. >> oh, okay. >> what we're trying to figure out how do they make i tunes better and how you want them to come out and say samsung, you're history because we have this. instead of samsung having, what? eight pages. >> you're not going get that in an earnings report. >> someone innovates and someone else comes in with a pretty good or good enough and that's why people are talking about the lower end and the medium end. >> there are some people who their samsung phones have technology whether it's the ability to change language quickly and a numb
. we need to have new services. hopefully we get some fingerprint technology. i think lit be new product which is more likely in the fall. >> where does the dividend go from here? is it factored in your mind? is that going be exhausting? >> looking at the options trading, it looks like people are factoring about a 10 to 15% increase in the dividend. as you were saying earlier it's really about momentum. the stock is cheap. it's really about what's going to turn things around. >> steve, i have got a quick question for you. i think one of the biggest problems is they have not addressed what people really want. if you go back to his book he talks about i'll tell you what you want. they need a new product. the new product on the phone needs to be a larger format phone. do yo see that happening? >> i don't. they will have a phone. my guess is they got surprised by the interest in 5 and 6 inch phablets. it's going to be a while before they can respond to that if they do. >> let's say they have a cheaper phone on the market. isn't the market expecting that? so any pop in the stock will
to it. we had a major selloff. we had tremendous weakness when it comes to energy, technology, financials. steve, what did you make of the action today? >> we stopped really at the 50-day moving average in the s&p cash. but what we did have pressure on is what we've deny talking about. utilities, those staple stocks. if you look a dominion, s.o. southern, mcdonald's. those are names where people are hiding until they know whether or not it's safe to get back in the market place. >> dan? >> you mentioned technology. here's one. apple was down closing a new 52-week low. this is a name that has by f bifurcated from the market. in a week we're going to get massive earnings from google, ibm tonight. these are cyclical names so they're not setting up that well right now. so, you know, i think you have to avoid some of these things. especially a name like google that saw heavy inflows from all this apple weakness. if you don't think people will have their eyes there, you have to be careful. >> gold got no bid whatsoever. it was higher earlier in the session. turned and finished the d
and services. there's no revenue growth. this is roughly $110 billion annual technology company that on average for the last five quarters have declined about 1.5% year-over-year. so there simply isn't more revenue growth in the high end. and at the end of the day, we think tech investing is all about growth. a lot of people want to prematurely forecast the death of tax. we're certainly not in that camp, but we would not go with ibm technology here. >> let's talk about a space that may be becoming commoditized. at least the stocks may be saying they are. emc, i think f5 next week. given the huge run-up the stocks had a year and a half ago, where are you now on some of the cloud names, f5 specifically? >> well, we do have a buy rating, i would say it's more of a lukewarm buy. you know, we've uncovered some data over the past couple of months that some of the big web t 2.0 companies like facebook have migrated off the f5 platform, that presents a 2% head wind. emc actually is our top for the year. most people think that cloud storage and other technologies are going to deflate their market. we ta
but can communicate through technology. >> right, gary, let me ask you this, where are these two kids? monday night the bomb goes off 2:50 p.m. monday. where were they monday? where were they tuesday? where were they wednesday? we know they resurfaced thursday when their pictures were out there? where were they? why didn't they flee? this is a part of the mystery. if you ask me, they're making another bombing some place, but what's your take? >> the fact that they didn't run probably indicates they were safe and were going to do different attacks. a lot of terrorist organizations like al qaeda will train people to attack like in east affect, they don't give them an exit plan and they wind up doing this stuff on their own. they don't care if they get caught. they want them to go after a community or a neighborhood. then they want them to fight to the death in the end because it makes for great press. >> do you think the next target was boston or some are speculating new york city or some place else? >> i don't know. you know, possibly locally. because they didn't move. i wouldn't have
he was talking about were technology tradeoffs, once you make the screen larger it can be harder to control like color quality, white balance, also there's the issue of app compatibility. how do you get the apps from the smaller phones to look the right way on larger phones. those are things that apple's been working on technology to automatically resize. >> what would your move in apple be tomorrow? >> my move in apple would be stay away from it. i wouldn't short it because it's down so much. you've got to give this thing a couple days to digest this. it doesn't look good in the afterhours. >> coming up next, who won our street fight? ♪ [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ge has wired their medical hardware with innovative software to be in many places at the same time. using data to connect patients to software, to nurses to the right people and machines. ♪ helping hospitals treat people even better, while dramatically reducing waiting time. now a waiting room is just a room. [ telephone ringing ] [ static warbles ] [ bee
, mass. and finally, using very sophisticated technology, the authorities found dzhokar tsarnaev hiding in a boat. he is in sewerus, but stable condition. in the meantime, boston is trying to get back to normal. behind me, boyleston street. there is an attempt here now to heal a little bit and remember. it has been exactly a week since the bombing at the enof the boston marathon. at 2:50 p.m. today, the exact time that the bombs went off, there will be a moment of silence followed by church bells throughout boston. guys. >> scott, thank you very much. again, scott cohen who is in boston. joining us right now on set is colonel jeff jacobs. colonel, we know the who at this point, but don't quite understand the why. that's going to take quite a bit of time to dig through, i imagine. >> there's lots of speculation about their dis affectiaffectio. they came from that part of the company in the first place to escape what they perceived as persecution by the russians. the russians were focused by the fbi and nothing came of that. we constantly ask about terrorists who have slipped into the uni
. and you look at that. she's shutting that app down taking that technology and using it in some other form. can she really create value that way? >> she's looking to do small acquisitions of talent that will cost in the low tens of millions. those type of deals. by in large yahoo! has great assets and they have a brand name so a lot of it is really just taking what they have and taking engineers they have and improving the use case for yahoo! on mobile which in marissa's words incorporates checking news, weather, sports, those are things people do on their phones and they need to be there and get it right. it's a combination of small acquisitions. >> one final question and we'll let you go. you give her eight quarters. that's a long honeymoon in wall street land. does the rest of the world give her that much time? >> i think it's probably shorter than that in terms of the new products. i think six to eight quarters from the time she started in order to really have some good new products that are working and driving and then first users and engagement and then monetization because unless yo
Search Results 0 to 9 of about 10